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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,713 | $138,078-92.2% | $125,363-91.5% | $134,509-92.0% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -14.73% | 750.49%-765.2pp | 572.15%-586.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $1,674 | $5,245-68.1% | $4,815-65.2% | $4,741-64.7% |
| Participant deferral / active EE | $4,080 | $7,800-47.7% | $7,447-45.2% | $6,400-36.3% |
| Admin fee / account holder | $2,815 | $11,566-75.7% | $10,005-71.9% | $11,427-75.4% |